OK... so im switching Customer loyalty programs for my retail stores. 

 

sorry for the offtopic post but thems the breaks...

 

I can export customers, and it will export: Customer ID, Name, Phone, Email

I can export rewards points, and that report will export Customer Email, Name, and Rewards points Balance.

I need to end up with a report that is customer ID and rewards points balance.

 

NOTE** - Some customers have an email, some have a phone number, few have both.

 

so i need to made a spreadsheet that takes the customer ID as a staple of data, and the balance as a staple of data, and use a mix of the phone numbers and email addresses to match up those two staple points.

 

Pivot tables? whats my best method of figuring this out? Going from a program thats $600/mo to one thats $99/mo so saving $6000 a ear for the company.

You could probably just use a vlookup to populate the customer email data or phone numbers (whichever is more common) to start, then a new one for the rest.

37 minutes ago, sparky151 said:

You could probably just use a vlookup to populate the customer email data or phone numbers (whichever is more common) to start, then a new one for the rest.

 

ill look that up, i dont think ive ever done that before. thanks!

1 hour ago, GoBengals said:

 

ill look that up, i dont think ive ever done that before. thanks!

I prefer Index Match over vlookup, but vlookup might be easier to learn.

Also, the word you're looking for for staple of data is data set. I say that because it may help googling-wise. You could google: how do I link 2 datasets in excel.

 

So reward points will have a custoer ID to link with a customer ID for the contact info? Each dataset being on a seperate worksheet. I could help if you wanted to email me the exports with just column headers or dummy data.

 

so here is sample data im looking at.

 

at the end of the day all i need, is to use the EMAIL as the linking data, and spit out the CUSTOMER ID and the BALANCE associated with the customer ID.

 

after that I may need to try to run it by combining the name fields in the top one, and comparing the name fields instead of email addresses for any that do not have email address

 

 

so i talked with the loyalty software people and got them to amend their import function, (because obviously its easier for them to rewrite software than me learn excel) and they are going to import with a match name, OR email, OR phone option to import the balances.. ill know tomorrow how that turns out.